Who owns Nuveen Multi-Asset Income Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of NMAI from SEC Form 13F filings across 76 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 76 institutions disclosed 5.8M shares of Nuveen Multi-Asset Income Fund worth $82.3M — about 17.4% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
76
13F holders
$82.3M
value, 2026 filers
17.4%
of shares outstanding (5.8M sh)
7
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of NMAI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 863,331 | $12.2M | 0.0% | 2.6% | -12.6% |
| 2 | UBS Group AG | 690,881 | $9.8M | 0.0% | 2.1% | +2.9% |
| 3 | Penserra Capital Management LLC | 561,723 | $8.0M | 0.1% | 1.7% | +4.0% |
| 4 | Pathstone Holdings, LLC | 502,864 | $7.1M | 0.0% | 1.5% | -52.6% |
| 5 | LPL Financial LLC | 451,617 | $6.4M | 0.0% | 1.4% | +6.5% |
| 6 | Advisors Asset Management, Inc. | 255,802 | $3.6M | 0.1% | 0.8% | +8.8% |
| 7 | STIFEL FINANCIAL CORP | 228,667 | $3.2M | 0.0% | 0.7% | +5.3% |
| 8 | Navis Wealth Advisors, LLCNEW | 213,038 | $3.0M | 1.1% | 0.6% | new |
| 9 | ROYAL BANK OF CANADA | 185,846 | $2.6M | 0.0% | 0.6% | -22.6% |
| 10 | D.A. DAVIDSON & CO. | 144,737 | $2.1M | 0.0% | 0.4% | +10.3% |
| 11 | Cetera Investment Advisers | 116,910 | $1.7M | 0.0% | 0.3% | -15.8% |
| 12 | FIRST TRUST ADVISORS LP | 116,430 | $1.6M | 0.0% | 0.3% | +3.2% |
| 13 | Hennion & Walsh Asset Management, Inc. | 96,340 | $1.4M | 0.0% | 0.3% | +91.0% |
| 14 | BANK OF AMERICA CORP /DE/ | 90,907 | $1.3M | 0.0% | 0.3% | +4.3% |
| 15 | RAYMOND JAMES FINANCIAL INC | 86,036 | $1.2M | 0.0% | 0.3% | +2.5% |
| 16 | OSAIC HOLDINGS, INC. | 83,518 | $1.2M | 0.0% | 0.2% | +4.6% |
| 17 | Closed-End Fund Advisors, Inc. | 64,361 | $911,994 | 0.9% | 0.2% | +2.4% |
| 18 | Calamos Advisors LLC | 62,051 | $879,263 | 0.0% | 0.2% | +7.1% |
| 19 | Rockefeller Capital Management L.P. | 58,757 | $832,587 | 0.0% | 0.2% | 0.0% |
| 20 | Cambridge Investment Research Advisors, Inc. | 58,270 | $826,000 | 0.0% | 0.2% | +7.5% |
| 21 | EVOLVE PRIVATE WEALTH, LLC | 54,259 | $775,148 | 0.0% | 0.2% | -4.7% |
| 22 | JPMORGAN CHASE & CO | 53,041 | $742,574 | 0.0% | 0.2% | +2.2% |
| 23 | PMG Family Office LLC | 47,242 | $674,893 | 0.6% | 0.1% | +2.9% |
| 24 | NWF Advisory Services Inc. | 45,411 | $643,476 | 0.1% | 0.1% | +4.2% |
| 25 | HUB Investment Partners, LLC | 44,542 | $631,160 | 0.0% | 0.1% | +1.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.